The update patient amount feature allows users to adjust patient amounts based on insurance payments or credits for a specific date range or selected patients. This ensures accurate transaction records and efficient account management.
Follow the steps below to update patient amounts:
Step 1: Log In to the Application:
- Use your credentials to access the dashboard.
Step 2: Navigate to the Update Patient Amount Section:
- Go to Specific Activities and select Update Patient Amount.
Step 3: Enter the Date Range:
- Fill in the required fields for the date range:
- Start Date: Specify the start date (e.g., __/__/____).
- End Date: Specify the end date (e.g., __/__/____).
- Ensure these fields are completed before proceeding.
Step 4: Add Patient Numbers:
- Enter at least one patient number in the Patient-1 # field (required).
- Optionally, include up to seven more patients in fields Patient-2 # through Patient-8 #.
Step 5: Select Account Type:
- Please select an Account Type from the dropdown menu. This is a required field, and you must complete it to proceed.
Step 6: Set Override Patient Amount:
- Choose Yes or No to specify whether to override the patient amount.
Step 7: Update Based on Insurance Status:
- Select whether the update applies to:
- Insurance Paid: Adjust amounts when insurance payments are received.
- Insurance Credit: Adjust amounts for credits provided by the insurance.
Step 8: Save or Reset the Form:
- Click Save to apply the changes. Patient amounts will be updated in transactions for the specified date range or listed patients.
- If you need to start over without saving, click Clear to reset all fields.
This streamlined process ensures that all necessary details, such as date range, patient numbers, and account type, are accurately completed to update patient amounts successfully.
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